Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Johnson-duke is a financial advisor registered with Cambridge Investment Research Advisors, Inc. with over 12 years of experience in the industry. Elizabeth is licensed in 15 states and holds the Series 63, Series 65, Series 7, and SIE licenses. Elizabeth provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Elizabeth previously worked with NEW ENGLAND SECURITIES.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
12/01/2016 - Present
Cambridge Investment Research Advisors, Inc. (WICHITA KS)
KS
09/27/2011 - 07/17/2014
NEW ENGLAND SECURITIES (WICHITA KS)
IA
Issued 10/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Johnson-duke is the right advisor for you? Invested Better is here to help.
